CAPTRUST Financial Advisors
VICR icon

CAPTRUST Financial Advisors’s Vicor VICR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio VICR Stock Details VICR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$327K Buy
+2,032
New +$336K ﹤0.01% 2329
2022
Q3 		– Sell
-975
Closed -$53K – 4002
2022
Q2 		$53K Buy
975
+77
+9% +$4.78K ﹤0.01% 2710
2022
Q1 		$63K Buy
898
+469
+109% +$42.1K ﹤0.01% 2620
2021
Q4 		$54K Buy
429
+140
+48% +$19.8K ﹤0.01% 2610
2021
Q3 		$39K Buy
289
+44
+18% +$5.26K ﹤0.01% 2750
2021
Q2 		$26K Hold
245
– – ﹤0.01% 2944
2021
Q1 		$21K Buy
245
+205
+513% +$19.3K ﹤0.01% 2976
2020
Q4 		$4K Buy
+40
New +$3.36K ﹤0.01% 2942
2020
Q3 		– Sell
-350
Closed -$25K – 3249
2020
Q2 		$25K Buy
+350
New +$19.7K ﹤0.01% 1862

Other funds holding VICR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return